Warsh’s #FOMC debut: “We expect the @federalreserve to keep the policy rate unchanged at 3.5–3.75%, removing its easing bias without introducing a tightening bias.
At the press conference, we expect Warsh to downplay forward guidance, instead advocating patience on policy rates
Media hub of the #Pictet Group, an investment-led service company, leading independent #Wealth and #AssetManager.
- Patrick Zweifel, Chief Economist at @PictetAM, recently appeared on @cnbci's @asiasquawkbox to discuss what a Warsh-led Fed could mean for rates, financial markets and Asia more broadly. Watch the full interview: cnbc.com/video/2026/06/… @PkZweifel @cherykang
- In the news this week: AI-resistant 'Halo' companies. Frederik Ducrozet, head of macroeconomic research and strategy at Pictet Wealth Management, discusses AI-resistant 'Halo' companies and their appeal in times of geopolitical instability and technological transformation. @fwred
00:00 - Maria Vassalou, Head of Pictet Research Institute, joined @BloombergTV’s The Close to discuss the macroeconomic factors behind the recent AI sell-off. She highlighted the importance for AI investors to focus on sectors poised to benefit from AI advancements, consider the impact
- Pictet raises $1.53bn for sixth private equity co-investment fund. See the press release here: pictet.com/ch/en/corporat… #PrivateEquity #PE #coinvestment #investment
- “Corporate profits are growing fast across the world,” notes @luca_paolini, Chief Strategist in the latest Barometer from @PictetAM, “Fundamentals are strong and resilient profit margins are underpinning equity markets so we upgrade from neutral to overweight.” Read the June
- In the News this week: Bonds vs. Volatility Linda Raggi, head of macro and multi-sector fixed income at @PictetAM, makes the case for unconstrained fixed income and explains why it is well suited for an environment marked by high volatility. #InTheNews #PictetAssetManagement
00:00 - “When you look at inflation expectation, or what is priced in for central banks, the market has been aggressive in repricing policy rates higher this year and also short-term inflation expectation. That has moderated a bit in Europe but there is still some juice there so we






